2016 Delegate Area

Day Four Documents

Presentation Slides

 

Click here to view and download Brett's presentation from Day Four (MS Powerpoint)

 

Tools & Templates

 

Click on the links below to view and download

 

12 Point Financial Health Check

Client Review Process Template

Review Meeting Agenda & File Note Template

Scorecard

The Worm
Value Added Checklist

 

Fact Sheets

 

Click on the links below to view and download

Agenda

Accountability  Chart  1

Accountability  Chart  2

 

Videos & Audio

 

Module 10 - Creating a Killer Ongoing Review Service

 

 

Business Management Module

Remember, you get direct access to me at all times throughout your course membership, so don't let an issue keep you from moving forward.

You have my mobile phone number and email address for whenever you need to get in touch. In most cases I'll be back to you on the same day.

If an issue is urgent, please just call. If you want to discuss a range of smaller issues, feel free to batch them and contact my PA Emma to schedule a longer call where we can deal with everything in one go. You can decide which approach  suits you best.

Access To Brett

Coaching Days

Our coaching days for the 2016 delegate group take place on the following dates:

Tues Mar 20th

Tues Jun 12th

Tues Sept 4th

Tues Dec 4th

 

The workshops take place at:

Hallam Conference Centre, 
44 Hallam St, London
W1W 6JJ

 

The nearest Tube is Great Portland St, although it’s only a short walk from Euston Station too.  Coffee will be served from 9:15am for a prompt 10:00am start. We will work through until 5pm, with a break for lunch (that will be provided). 

Join the Group

 

Click the button on the left to visit the 2016 private delegate Facebook Group.

Stuck?

 

If you have any difficulty  then fill in the form below to contact, the FP Advance support team and someone will be in touch with you pronto.